Create an Occasion Setting

Use Occasion Settings to specify the details of the Health Verification form and the Health Verification records that Safety Cloud creates when a user submits the form.

For each Health Verification form that shows a visitor’s or employee’s proof of vaccination, proof of a rapid test, or proof of P90, you must create a unique Occasion Setting record.

Each Occasion Setting configuration has its own set of labels and rules and regulations that determine the layout of the Health Verification form’s user interface. They also determine the associated health verification processing on the backend.

Note You’re allowed only one Occasion Rule & Regulation per Occasion Setting.

In each Occasion Setting record, you can configure details like the Health Verification form name and the graphic to include and which verification types are acceptable for the Occasion Setting.

Any graphic used by Health Verification must be stored as a static resource.

To create an Occasion Setting, complete these steps.

1. From the Occasion object, click Related.
2. From the Occasion Settings section, click New.
3. Enter an Occasion Setting Name.
4. Enter an Event Date.
5. Create an Occasion Rule & Regulation for an Occasion Setting.
   For instructions, see Create Occasion Rules and Regulations for an Occasion Setting.
6. Save your changes.

• Add a Logo for an Occasion Setting
  You can add an image to the included static resource for an Occasion Setting. Images can include graphical elements such as a company logo or other images to enhance or customize the form’s appearance. Adding a logo or other image to the Occasion Setting is optional.
• Create Occasion Rules and Regulations for an Occasion Setting
  Use the Occasion Rules & Regulations that come with Safety Cloud to stipulate which verification methods and vaccination and testing time ranges are acceptable for Health Verification. You can also configure your own Occasion Rules & Regulations based on event-specific requirements.